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PEAK RETIREMENT PLANNING, INC.
CRD 317592File 801-130337
APPROVED
Retail clients
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$631.0M
Above cohort median (national)
Discretionary AUM
$631.0M
Clients
910
3,675 accounts
Employees
22
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 21, 2024
- Principal office
- 3600 OLENTANGY RIVER ROAD, BUILDING 501, COLUMBUS, OH, 43214
- Phone
- (614) 500-4121
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $631.0M
- Discretionary AUM
- $631.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,675
- Non-discretionary accounts
- 0
- Total accounts
- 3,675
- AUM per client
- $693K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 345 | $477.2M |
| Individuals (other than high net worth individuals) | 565 | $153.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.